| 1/21/2025 | Smith Chas P & Associates PA Cpas | 34,841 | $1.68M | 0.1% | -27.9% | 0.549% | |
| 1/15/2025 | Financial Management Professionals Inc. | 411,846 | $19.87M | 2.5% | +4.3% | 6.486% | |
| 1/14/2025 | Breakwater Capital Group | 12,858 | $620K | 0.1% | +27.6% | 0.202% | |
| 1/13/2025 | Moody National Bank Trust Division | 101,207 | $4.88M | 0.5% | +1.9% | 1.594% | |
| 1/3/2025 | Dentgroup LLC | 26,664 | $1.29M | 1.0% | +18.2% | 0.420% | |
| 12/26/2024 | JPMorgan Chase & Co. | 12,465 | $615K | 0.0% | +422.6% | 0.196% | |
| 11/18/2024 | Sunbelt Securities Inc. | 4,771 | $235K | 0.0% | +11.3% | 0.075% | |
| 11/15/2024 | MML Investors Services LLC | 6,040 | $298K | 0.0% | +12.1% | 0.095% | |
| 11/14/2024 | Captrust Financial Advisors | 32,974 | $1.63M | 0.0% | -19.3% | 0.519% | |
| 11/8/2024 | Stonebridge Financial Planning Group LLC | 23,437 | $1.16M | 0.6% | -5.1% | 0.369% | |
|
| 11/4/2024 | Sigma Planning Corp | 21,800 | $1.08M | 0.0% | +1.9% | 0.343% | |
| 10/30/2024 | United Advisor Group LLC | 6,954 | $343K | 0.1% | -4.8% | 0.110% | |
| 10/24/2024 | Financial Management Professionals Inc. | 394,801 | $19.47M | 2.4% | +12.4% | 6.217% | |
| 10/23/2024 | Great Lakes Retirement Inc. | 23,448 | $1.16M | 0.1% | N/A | 0.369% | |
| 10/17/2024 | OmniStar Financial Group Inc. | 43,435 | $2.15M | 1.6% | +150.4% | 0.684% | |
| 10/11/2024 | Smith Chas P & Associates PA Cpas | 48,306 | $2.38M | 0.1% | -19.9% | 0.761% | |
| 10/9/2024 | Freestate Advisors LLC | 5,795 | $286K | 0.3% | N/A | 0.091% | |
| 10/2/2024 | Dentgroup LLC | 22,567 | $1.11M | 0.8% | N/A | 0.355% | |
| 8/12/2024 | Glass Jacobson Investment Advisors llc | 6,374 | $305K | 0.1% | -9.8% | 0.100% | |
| 8/10/2024 | Axxcess Wealth Management LLC | 38,313 | $1.83M | 0.0% | N/A | 0.603% | |
| 8/8/2024 | Stonebridge Financial Planning Group LLC | 24,709 | $1.18M | 0.6% | -32.6% | 0.389% | |
| 8/2/2024 | Larson Financial Group LLC | 800 | $38K | 0.0% | N/A | 0.013% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 112,906 | $5.39M | 0.0% | +14.2% | 1.778% | |
| 7/29/2024 | Smith Chas P & Associates PA Cpas | 60,306 | $2.88M | 0.2% | -16.3% | 0.950% | |
| 7/27/2024 | OmniStar Financial Group Inc. | 17,344 | $829K | 0.8% | +14.5% | 0.273% | |
| 7/26/2024 | Breakwater Capital Group | 8,942 | $427K | 0.1% | +35.2% | 0.141% | |
| 7/10/2024 | Apella Capital LLC | 4,202 | $202K | 0.0% | -5.3% | 0.066% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 4,772 | $219K | 0.0% | N/A | 0.075% | |
| 5/14/2024 | CreativeOne Wealth LLC | 7,457 | $358K | 0.0% | +55.3% | 0.117% | |
| 5/7/2024 | Shared Vision Wealth Group LLC | 5,869 | $282K | 0.2% | -61.4% | 0.092% | |
| 5/6/2024 | Advisory Services Network LLC | 176,271 | $8.46M | 0.2% | -2.3% | 2.776% | |
| 5/2/2024 | Lincoln National Corp | 104,367 | $5.01M | 0.1% | -1.4% | 1.644% | |
| 4/30/2024 | Hartline Investment Corp | 14,425 | $692K | 0.1% | N/A | 0.227% | |
| 4/25/2024 | Smith Chas P & Associates PA Cpas | 72,013 | $3.46M | 0.2% | N/A | 1.134% | |
| 4/18/2024 | Breakwater Capital Group | 6,615 | $318K | 0.1% | N/A | 0.110% | |
| 4/16/2024 | Financial Management Professionals Inc. | 310,726 | $14.92M | 2.2% | +5.2% | 5.179% | |
| 4/15/2024 | Sunbelt Securities Inc. | 4,257 | $204K | 0.0% | +26.4% | 0.071% | |
| 4/10/2024 | Apella Capital LLC | 4,437 | $213K | 0.0% | -4.9% | 0.074% | |
| 2/9/2024 | Advisory Services Network LLC | 180,356 | $8.64M | 0.2% | +53.3% | 3.006% | |
| 2/9/2024 | CreativeOne Wealth LLC | 4,802 | $231K | 0.0% | -12.5% | 0.080% | |
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| 2/8/2024 | Shared Vision Wealth Group LLC | 15,223 | $730K | 0.5% | N/A | 0.254% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 4,416 | $212K | 0.0% | N/A | 0.074% | |
| 2/7/2024 | Principal Securities Inc. | 1,040 | $50K | 0.0% | N/A | 0.017% | |
| 2/6/2024 | Lincoln National Corp | 105,886 | $5.07M | 0.1% | +2.7% | 1.765% | |
| 2/5/2024 | Stonebridge Financial Planning Group LLC | 37,328 | $1.79M | 1.0% | -26.0% | 0.622% | |
| 2/1/2024 | Sigma Planning Corp | 11,903 | $570K | 0.0% | -50.5% | 0.198% | |
| 1/30/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 14,465 | $693K | 0.1% | -37.7% | 0.241% | |
| 1/25/2024 | International Assets Investment Management LLC | 21,710 | $1.04M | 0.0% | N/A | 0.362% | |
| 1/24/2024 | International Assets Investment Management LLC | 21,710 | $1.04M | 0.0% | N/A | 0.362% | |
| 1/22/2024 | Glass Jacobson Investment Advisors llc | 6,614 | $317K | 0.1% | -38.3% | 0.110% | |
| 1/12/2024 | Mutual Advisors LLC | 16,597 | $795K | 0.0% | -26.2% | 0.277% | |
| 1/12/2024 | Fortitude Family Office LLC | 984 | $47K | 0.0% | N/A | 0.016% | |
| 1/12/2024 | Financial Management Professionals Inc. | 295,233 | $14.15M | 2.3% | -6.7% | 4.921% | |
| 1/5/2024 | Apella Capital LLC | 4,668 | $222K | 0.0% | -19.3% | 0.078% | |
| 12/1/2023 | B. Riley Wealth Advisors Inc. | 4,772 | $219K | 0.0% | N/A | 0.080% | |
| 11/21/2023 | GUNN & Co INVESTMENT MANAGEMENT INC. | 36,065 | $1.65M | 1.4% | N/A | 0.601% | |
| 11/14/2023 | Mutual Advisors LLC | 22,494 | $1.03M | 0.0% | N/A | 0.375% | |
| 11/13/2023 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 23,233 | $1.06M | 0.2% | -2.6% | 0.387% | |
| 11/13/2023 | LPL Financial LLC | 190,018 | $8.68M | 0.0% | +34.0% | 3.167% | |
| 11/13/2023 | Kestra Advisory Services LLC | 8,371 | $383K | 0.0% | +27.2% | 0.140% | |
| 11/8/2023 | Stonebridge Financial Planning Group LLC | 50,439 | $2.31M | 1.4% | -15.5% | 0.841% | |
| 11/7/2023 | Glass Jacobson Investment Advisors llc | 10,728 | $490K | 0.2% | -7.2% | 0.179% | |
| 11/6/2023 | Sigma Planning Corp | 24,028 | $1.10M | 0.0% | -10.9% | 0.400% | |
| 11/6/2023 | Lincoln National Corp | 103,112 | $4.71M | 0.1% | +4.7% | 1.719% | |
| 11/6/2023 | Summit X LLC | 13,341 | $610K | 0.2% | -25.1% | 0.222% | |
| 11/3/2023 | Private Advisor Group LLC | 5,323 | $243K | 0.0% | +5.9% | 0.089% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 130,871 | $5.98M | 0.0% | -6.5% | 2.181% | |
| 10/17/2023 | CreativeOne Wealth LLC | 5,487 | $251K | 0.0% | -17.8% | 0.091% | |
| 10/13/2023 | Financial Management Professionals Inc. | 316,523 | $14.47M | 2.5% | +64,761.3% | 5.275% | |
| 8/15/2023 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 23,842 | $1.11M | 0.3% | +11.8% | 0.397% | |
| 8/10/2023 | GeoWealth Management LLC | 1,610 | $75K | 0.0% | -76.6% | 0.027% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 140,017 | $6.51M | 0.0% | -9.0% | 2.334% | |
| 8/10/2023 | Summit X LLC | 17,811 | $829K | 0.2% | -4.2% | 0.297% | |
| 8/9/2023 | Flow Traders U.S. LLC | 11,534 | $537K | 0.0% | N/A | 0.192% | |
| 8/7/2023 | Lincoln National Corp | 98,477 | $4.58M | 0.1% | -8.4% | 1.713% | |
| 8/4/2023 | IFP Advisors Inc | 18,441 | $927K | 0.0% | -47.2% | 0.321% | |
| 8/2/2023 | Sigma Planning Corp | 26,968 | $1.26M | 0.0% | -1.5% | 0.469% | |
| 7/31/2023 | LPL Financial LLC | 141,823 | $6.60M | 0.0% | -16.4% | 2.466% | |
| 7/31/2023 | Smith Chas P & Associates PA Cpas | 653,081 | $30.39M | 2.0% | +3.1% | 11.358% | |
| 7/26/2023 | Creative Financial Designs Inc. ADV | 4,010 | $187K | 0.0% | +13.8% | 0.070% | |
| 7/26/2023 | Glass Jacobson Investment Advisors llc | 11,560 | $538K | 0.2% | N/A | 0.201% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 12,650 | $589K | 0.0% | -1.9% | 0.220% | |
| 7/6/2023 | Apella Capital LLC | 5,775 | $269K | 0.0% | N/A | 0.098% | |
| 5/12/2023 | GeoWealth Management LLC | 6,878 | $323K | 0.0% | -67.4% | 0.115% | |
| 5/11/2023 | Commonwealth Equity Services LLC | 153,831 | $7.26M | 0.0% | -7.5% | 2.564% | |
| 5/10/2023 | Summit X LLC | 18,592 | $878K | 0.2% | -24.4% | 0.310% | |
| 5/10/2023 | LPL Financial LLC | 169,604 | $8.01M | 0.0% | +79.1% | 2.827% | |
| 5/8/2023 | Sigma Planning Corp | 27,375 | $1.29M | 0.0% | +1.5% | 0.456% | |
| 5/4/2023 | Stonebridge Financial Planning Group LLC | 74,949 | $3.54M | 2.3% | +25.6% | 1.249% | |
| 5/3/2023 | Aspire Private Capital LLC | 508 | $23.98B | 0.0% | N/A | 0.008% | |
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| 5/2/2023 | Lincoln National Corp | 107,529 | $5.08M | 0.1% | +13.7% | 1.792% | |
| 4/27/2023 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 21,329 | $994K | 0.3% | -2.2% | 0.355% | |
| 4/27/2023 | Smith Chas P & Associates PA Cpas | 633,382 | $29.90M | 2.0% | +2.0% | 10.556% | |
| 4/25/2023 | Foundations Investment Advisors LLC | 42,420 | $2.00M | 0.1% | +8.3% | 0.707% | |
| 4/24/2023 | Ahrens Investment Partners LLC | 2,300 | $109K | 0.1% | N/A | 0.038% | |
| 4/18/2023 | IFP Advisors Inc | 34,917 | $1.76M | 0.1% | N/A | 0.582% | |
| 4/13/2023 | Financial Management Professionals Inc. | 1,189 | $56K | 0.0% | -51.1% | 0.020% | |
| 4/11/2023 | Mutual Advisors LLC | 15,991 | $755K | 0.0% | N/A | 0.267% | |
| 3/6/2023 | OLD Mission Capital LLC | 33,833 | $1.56M | 0.0% | N/A | 0.573% | |
| 2/13/2023 | Trustcore Financial Services LLC | 54,620 | $2.51M | 0.2% | -19.7% | 0.926% | |
